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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,979 | $52,519+16.1% | $155,789-60.9% | $59,633+2.3% |
| Participation rate | 36.4% | 61.7%-25.3pp | 76.1%-39.7pp | 68.7%-32.3pp |
| Annual return | -2.43% | 53.51%-55.9pp | 71.54%-74.0pp | 2041.45%-2043.9pp |
| Employer contribution / active EE | $0 | $1,589-100.0% | $3,839-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,958 | $3,084+28.3% | $4,798-17.5% | $3,192+24.0% |
| Admin fee / account holder | $4,421 | $3,540+24.9% | $7,477-40.9% | $4,297+2.9% |